Q2 2020 Holdings
Filed 2020-08-12 | 458 holdings | $19.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $1.4K | 16,412 | 0.0% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $1.5K | 9,184 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.5K | 14,387 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $1.5K | 39,544 | 0.0% |
| Ishares Inc(EWY) | MSCI STH KOR ETF | 464286772 | $1.6K | 27,956 | 0.0% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $1.6K | 16,287 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.7K | 29,908 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.7K | 7,057 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $1.7K | 10,244 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.7K | 9,292 | 0.0% |
| Hain Celestial Group Inc(HAIN) | COM | 405217100 | $1.7K | 55,149 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.7K | 1,615 | 0.0% |
| Invesco Currencyshares Japan(FXY) | JAPANESE YEN | 46138W107 | $1.8K | 20,518 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.8K | 20,311 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.8K | 41,051 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.9K | 12,718 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $1.9K | 78,198 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $1.9K | 20,462 | 0.0% |
| Ishares TR(INDA) | MSCI INDIA ETF | 46429B598 | $2.0K | 67,253 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.0K | 14,909 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $2.0K | 10,026 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.0K | 11,729 | 0.0% |
| Ishares Inc(EWT) | MSCI TAIWAN ETF | 46434G772 | $2.1K | 51,124 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.1K | 25,033 | 0.0% |
| Ishares Inc(EEMS) | EM MKT SM-CP ETF | 464286475 | $2.1K | 53,990 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.1K | 4,660 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $2.2K | 18,189 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $2.2K | 28,317 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.2K | 67,366 | 0.0% |
| Vanguard Scottsdale FDS(VTC) | TOTAL CORP BND | 92206C573 | $2.2K | 24,350 | 0.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $2.3K | 26,355 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.3K | 38,504 | 0.0% |
| Vanguard World FD(MGV) | MEGA CAP VAL ETF | 921910840 | $2.4K | 32,611 | 0.0% |
| Wells Fargo Co New(WFC)Put | COM | 949746101 | $2.5K | 96,400 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.5K | 14,080 | 0.0% |
| Vanguard Scottsdale FDS(VCLT) | LG-TERM COR BD | 92206C813 | $2.5K | 23,856 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.6K | 46,467 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.7K | 7,009 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $2.7K | 88,445 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $2.7K | 57,441 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.7K | 24,546 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $2.7K | 9,266 | 0.0% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $3.0K | 22,199 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $3.0K | 11,919 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.0K | 76,763 | 0.0% |
| Ishares TR(KSA) | MSCI SAUDI ARBIA | 46434V423 | $3.1K | 116,487 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.1K | 10,423 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $3.2K | 34,033 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.2K | 53,590 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.3K | 27,692 | 0.0% |